Holders over time
- BDX
- JNJ
| Quarter | BDX | JNJ |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $10.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $25.3bn |
| Q2 2021 | 19 holders, $9.0bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $10.3bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $11.1bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $10.5bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $11.0bn | 36 holders, $25.4bn |
| Q4 2022 | 27 holders, $12.5bn | 35 holders, $27.6bn |
| Q1 2023 | 28 holders, $11.1bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $11.7bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $10.3bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $8.7bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $8.4bn | 32 holders, $19.7bn |
| Q2 2024 | 31 holders, $8.1bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $8.6bn | 28 holders, $22.3bn |
| Q4 2024 | 26 holders, $8.4bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $8.6bn | 32 holders, $20.5bn |
| Q2 2025 | 24 holders, $7.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $7.3bn | 32 holders, $23.7bn |
| Q4 2025 | 17 holders, $8.6bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $8.5bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $8.4bn | 33 holders, $39.1bn |
Becton Dickinson & Co
- Holders
- 27
- Reported value
- $8.7bn
- Buyers
- 17
- Sellers
- 9
Breadth +8 among 93 comparable managers.
Johnson & Johnson
- Holders
- 31
- Reported value
- $19.0bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only BDX (8)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, First Eagle Investment Management LLC, Holocene Advisors LP, Maverick Capital Ltd, Point72 Asset Management LP, Winton Group Ltd
Only JNJ (12)
Acadian Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Susquehanna International Group LLP, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.